Planned Solutions, Inc. Top Holdings and 13F Report (2024) About Planned Solutions, Inc.Investment ActivityPlanned Solutions, Inc. has $249.14 million in total holdings as of September 30, 2024.Planned Solutions, Inc. owns shares of 661 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 13.39% of the portfolio was purchased this quarter.About 0.46% of the portfolio was sold this quarter.This quarter, Planned Solutions, Inc. has purchased 102 new stocks and bought additional shares in 58 stocks.Planned Solutions, Inc. sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $28,800,870Schwab Fundamental U.S. Large Company Index ETF $24,755,831iShares Core S&P Total U.S. Stock Market ETF $18,437,926JPMorgan Income ETF $14,528,049Vanguard Intermediate-Term Bond ETF $12,390,952 Largest New Holdings this Quarter iShares 0-3 Month Treasury Bond ETF $600,392 HoldingPublic Storage $344,585 HoldingGilead Sciences $264,683 HoldingTesla $262,415 HoldingCincinnati Financial $259,853 Holding Largest Purchases this Quarter Apple 3,472 shares (about $808.98K)iShares 0-3 Month Treasury Bond ETF 5,961 shares (about $600.39K)JPMorgan Income ETF 11,404 shares (about $529.03K)Microsoft 1,012 shares (about $435.43K)Public Storage 947 shares (about $344.59K) Largest Sales this Quarter VanEck Morningstar International Moat ETF 15,399 shares (about $539.66K)Eli Lilly and Company 328 shares (about $290.59K)Intel 4,510 shares (about $105.80K)Skyworks Solutions 955 shares (about $94.33K)iShares TIPS Bond ETF 746 shares (about $82.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanned Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$28,800,870$223,955 ▲0.8%297,06911.6%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$24,755,831$152,921 ▲0.6%344,9819.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$18,437,926$325,734 ▲1.8%146,7757.4%ETFJPIEJPMorgan Income ETF$14,528,049$529,032 ▲3.8%313,1725.8%ETFBIVVanguard Intermediate-Term Bond ETF$12,390,952$319,045 ▲2.6%158,1085.0%ETFJVALJPMorgan US Value Factor ETF$10,862,246$166,655 ▲1.6%249,3064.4%ETFSPGPInvesco S&P 500 GARP ETF$10,861,228$223,471 ▲2.1%103,7664.4%ETFVEAVanguard FTSE Developed Markets ETF$10,687,741$231,519 ▲2.2%202,3814.3%ETFQQQInvesco QQQ$8,926,546$60,522 ▲0.7%18,2893.6%FinanceIEFAiShares Core MSCI EAFE ETF$6,813,119$23,649 ▲0.3%87,2922.7%ETFSCHASchwab US Small-Cap ETF$6,035,284$257,242 ▲4.5%117,1902.4%ETFITWIllinois Tool Works$5,544,6150.0%21,1572.2%Industrial ProductsAAPLApple$4,693,086$808,976 ▲20.8%20,1421.9%Computer and TechnologyESTCElastic$4,201,8420.0%54,7401.7%Computer and TechnologyRPVInvesco S&P 500 Pure Value ETF$4,038,924$80,473 ▲2.0%45,4221.6%ETFFILLiShares MSCI Global Energy Producers ETF$2,783,054$96,734 ▲3.6%112,1751.1%ETFLLYEli Lilly and Company$2,580,743$290,588 ▼-10.1%2,9131.0%MedicalSCHBSchwab US Broad Market ETF$2,415,226$259,297 ▲12.0%36,3081.0%ETFMSFTMicrosoft$1,911,686$435,432 ▲29.5%4,4430.8%Computer and TechnologyIWMiShares Russell 2000 ETF$1,546,059$4,418 ▲0.3%6,9990.6%FinanceNVDANVIDIA$1,440,886$29,753 ▲2.1%11,8650.6%Computer and TechnologyMETAMeta Platforms$1,091,0710.0%1,9060.4%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,085,353$203 ▲0.0%5,3530.4%ETFSCHFSchwab International Equity ETF$1,068,973$113,534 ▲11.9%25,9960.4%ETFLRGFiShares U.S. Equity Factor ETF$1,056,117$133,704 ▲14.5%17,9700.4%ETFDVYiShares Select Dividend ETF$1,048,613$3,917 ▲0.4%7,7630.4%ETFIVWiShares S&P 500 Growth ETF$928,392$13,597 ▲1.5%9,6960.4%ETFBRK.BBerkshire Hathaway$881,3980.0%1,9150.4%FinanceIVViShares Core S&P 500 ETF$859,003$577 ▲0.1%1,4890.3%ETFIBMInternational Business Machines$832,799$6,411 ▲0.8%3,7670.3%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$830,990$44,706 ▲5.7%8,2530.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$794,230$25,715 ▲3.3%16,2150.3%ETFMOTIVanEck Morningstar International Moat ETF$788,445$539,660 ▼-40.6%22,4980.3%ETFTIPiShares TIPS Bond ETF$784,116$82,411 ▼-9.5%7,0980.3%ETFGNMAiShares GNMA Bond ETF$776,433$22,440 ▲3.0%17,3350.3%ETFGOOGAlphabet$714,403$33,438 ▲4.9%4,2730.3%Computer and TechnologyJNJJohnson & Johnson$708,134$156,697 ▲28.4%4,3700.3%MedicalIJHiShares Core S&P Mid-Cap ETF$678,676$1,807 ▲0.3%10,8900.3%ETFPGProcter & Gamble$664,722$346 ▲0.1%3,8380.3%Consumer StaplesIDViShares International Select Dividend ETF$633,213$1,965 ▲0.3%20,9470.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$625,436$50,837 ▲8.8%6,1760.3%FinanceVTVVanguard Value ETF$621,9930.0%3,5630.2%ETFMCDMcDonald's$613,5880.0%2,0150.2%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$600,392$600,392 ▲New Holding5,9610.2%ETFSCHDSchwab US Dividend Equity ETF$548,838$129,074 ▲30.7%6,4930.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$540,9160.0%5,8840.2%ETFCOSTCostco Wholesale$517,481$23,925 ▲4.8%5840.2%Retail/WholesaleANETArista Networks$510,864$6,141 ▲1.2%1,3310.2%Computer and TechnologyJPMJPMorgan Chase & Co.$494,0450.0%2,3430.2%FinanceWMTWalmart$487,761$162 ▲0.0%6,0400.2%Retail/WholesaleDHID.R. Horton$487,227$37,200 ▲8.3%2,5540.2%ConstructionVIGVanguard Dividend Appreciation ETF$479,9140.0%2,4230.2%ETFXOMExxon Mobil$479,313$70,918 ▲17.4%4,0890.2%Oils/EnergySPYSPDR S&P 500 ETF Trust$478,0850.0%8330.2%FinanceCVXChevron$470,666$295 ▲0.1%3,1960.2%Oils/EnergyAXONAxon Enterprise$467,9320.0%1,1710.2%AerospaceVVisa$459,615$8,796 ▲2.0%1,6720.2%Business ServicesMRKMerck & Co., Inc.$454,354$5,792 ▼-1.3%4,0010.2%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$445,3670.0%3,9420.2%FinancePHMPulteGroup$438,7710.0%3,0570.2%ConstructionINTUIntuit$417,3120.0%6720.2%Computer and TechnologyCSCOCisco Systems$365,728$92,603 ▲33.9%6,8720.1%Computer and TechnologySNYSanofi$358,343$66,274 ▲22.7%6,2180.1%MedicalTMOThermo Fisher Scientific$350,7290.0%5670.1%MedicalADBEAdobe$346,3950.0%6690.1%Computer and TechnologyPSAPublic Storage$344,585$344,585 ▲New Holding9470.1%FinanceNUENucor$322,329$53,070 ▲19.7%2,1440.1%Basic MaterialsTXNTexas Instruments$317,705$20,657 ▲7.0%1,5380.1%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$306,652$64,721 ▲26.8%10,5090.1%ETFBACBank of America$305,470$11,151 ▲3.8%7,6980.1%FinanceCALMCal-Maine Foods$303,850$28,439 ▲10.3%4,0600.1%Basic MaterialsGSThe Goldman Sachs Group$297,0660.0%6000.1%FinanceWELLWelltower$295,3650.0%2,3070.1%FinanceIYYiShares Dow Jones U.S. ETF$293,9770.0%2,1060.1%ETFNVONovo Nordisk A/S$289,221$32,744 ▲12.8%2,4290.1%MedicalOEFiShares S&P 100 ETF$288,3840.0%1,0420.1%ETFQUALiShares MSCI USA Quality Factor ETF$287,9560.0%1,6060.1%ETFSRLNSPDR Blackstone Senior Loan ETF$287,169$25,765 ▲9.9%6,8770.1%ETFCFCF Industries$281,338$29,172 ▲11.6%3,2790.1%Basic MaterialsAMATApplied Materials$275,7980.0%1,3650.1%Computer and TechnologyMCKMcKesson$273,4140.0%5530.1%MedicalGRMNGarmin$272,6700.0%1,5490.1%Computer and TechnologyABTAbbott Laboratories$268,608$17,102 ▲6.8%2,3560.1%MedicalINTCIntel$268,469$105,802 ▼-28.3%11,4440.1%Computer and TechnologyGILDGilead Sciences$264,683$264,683 ▲New Holding3,1570.1%MedicalTSLATesla$262,415$262,415 ▲New Holding1,0030.1%Auto/Tires/TrucksSNASnap-on$260,739$30,420 ▲13.2%9000.1%Consumer DiscretionaryCINFCincinnati Financial$259,853$259,853 ▲New Holding1,9090.1%FinanceCATCaterpillar$257,7480.0%6590.1%Industrial ProductsCBChubb$257,532$257,532 ▲New Holding8930.1%FinancePKGPackaging Co. of America$255,8950.0%1,1880.1%Industrial ProductsRIORio Tinto Group$255,287$20,639 ▲8.8%3,5870.1%Basic MaterialsVTRVentas$255,0450.0%3,9770.1%FinanceREGNRegeneron Pharmaceuticals$253,349$7,359 ▲3.0%2410.1%MedicalVHTVanguard Health Care ETF$252,5690.0%8950.1%ETFVZVerizon Communications$250,1040.0%5,5690.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$249,8140.0%1,2670.1%ETFRFRegions Financial$235,260$235,260 ▲New Holding10,0840.1%FinanceTTETotalEnergies$228,755$18,417 ▲8.8%3,5400.1%Oils/EnergyGRBKGreen Brick Partners$226,339$226,339 ▲New Holding2,7100.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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